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Added 3 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Victoria, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 3 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Nanaimo, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 3 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 4 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 5 hours ago
EJ
CA Financial Advisor
Edward Jones
Ottawa, ON
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 6 hours ago
Delivery Manager, Wealth Management
Scotiabank
Toronto, ON
…This role is primarily focused on strong project coordination, financial management, reporting, and stakeholder support, while progressively building delivery management capabilities such…
Added 7 hours ago
E
Sr Advisor Audit
Enbridge
Calgary, AB
- Full-time
Understands audit methodology, audit procedures, audit sampling techniques, internal controls, risk management, IIA auditing standards, and performance benchmarking.
Added 8 hours ago
A
Everyday Banking Advisor - Pincher Creek
ATB
Pincher Creek, AB
- Full-time
At ATB Financial, we're not just about banking; we're about building relationships and empowering Albertans to achieve their financial dreams. We're looking for our next Everyday Banking…
Added 8 hours ago
A
Senior Compensation Specialist
ATB
Remote, Canada
- Full-time
- Remote
…one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team…
Added 8 hours ago
T
Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
…Canada use social media confidently and compliantly - balancing advisor enablement with strong regulatory oversight. As a regulatory and policy subject matter expert, you will provide…
Added 8 hours ago
M
Senior Finance Manager, AI Business Solutions
Microsoft
Goodwood, ON
- Full-time
…Finance team. This is a fantastic opportunity to become a trusted advisor to the Canada sales leadership team and gain exposure to the broader Americas and worldwide finance organizations.…
Added 8 hours ago
A
Associate Manager/Manager, B2B Pricing & Commercial Strategy (Bangkok-based, relocation provided)
Agoda
Vancouver, BC
- Full-time
…strategy and execution while acting as a consultative, data‑driven advisor to B2B2C growth initiatives. You’ll translate commercial goals into testable pricing and marketing levers, design…
Added 8 hours ago
AG
Sr. Analyst, Growth & Innovation Operations
Altus Group
Toronto, ON
- Full-time
● The commercial and analytical foundation. You have experience analyzing financial, commercial, operational, or performance data and using your findings to inform business decisions. You…
Added 9 hours ago
Financial Advisor - Port Moody BC
Scotiabank
Port Moody, BC
…together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank…
Added 10 hours ago
AC
Commercial Lines Underwriter P&C – Middle Market
Aviva Canada
Markham, ON
- Full-time
…profitable growth opportunities and ensuring long-term portfolio…
Added 10 hours ago
OB
Branch Manager, Kelowna
Odlum Brown Limited
Kelowna, BC
- Full-time
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team…
Added 10 hours ago
M
Vendor Conflicts Lead
Metrolinx
Canada
- Full-time
…Manager in the development, tracking, and reporting of COI key performance indicators (KPIs) and leads subject matter expertise advisory services. Develops educational materials and…
Added 10 hours ago
AG
Director, Growth & Innovation Operations
Altus Group
Toronto, ON
- Full-time
…organization to strengthen accountability, improve visibility into performance, and build more effective, scalable ways of working. You will also personally own critical initiatives,…
Added 10 hours ago
M
Marketing Consultant, Sponsor/Advisor Marketing & Growth
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…aligned to key business objectives, including sponsor engagement, advisor engagement, product adoption, and retention. Track results and identify practical opportunities to improve…
Added 10 hours ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 11 hours ago
WI
Finance Business Partner (12-Month Contract)
WSP in Canada
Brossard, QC
- Contract
Reporting to the Director, Financial Planning and Analysis; the Finance Business Partner will serve as a trusted advisor to business and finance leaders across WSP.
Added 11 hours ago
WI
Finance Business Partner (12-Month Contract)
WSP in Canada
Montreal, QC
- Contract
Reporting to the Director, Financial Planning and Analysis; the Finance Business Partner will serve as a trusted advisor to business and finance leaders across WSP.
Added 11 hours ago
WI
Finance Business Partner (12-Month Contract)
WSP in Canada
Laval, QC
- Contract
Reporting to the Director, Financial Planning and Analysis; the Finance Business Partner will serve as a trusted advisor to business and finance leaders across WSP.
Added 11 hours ago
S
Senior Financial Advisor - Stratford Main Branch, Ontario
Scotiabank
Stratford, ON
- Full-time
…together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank…
Added 11 hours ago
JS
Team Lead - Talent Acquisition
JD Sports Canada
Vancouver, BC
- Full-time
We believe in extending our entrepreneurial and competitive spirit beyond financial performance to making the world around us a better place. We always strive to do the right thing for our…

ATB

Personal Banking Advisor - Carstairs

Carstairs, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: 3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
Posting language: English
Posted: Nov 4, 2026

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the Role

Elevate Your Career as a Personal Banking Advisor at ATB Financial!

At ATB Financial, we’re more than just a bank; we’re a catalyst for financial well-being and a partner in realizing Albertans’ aspirations. We’re seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth.

Additional Information

This role is based out of the Carstairs branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

As ATB’s next Personal Banking Advisor, you will:

Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to the specific financial situations of high-net-worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.
Build Lasting Relationships: Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.
Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
Champion Digital Innovation: Be a subject matter expert in ATB’s digital and omnichannel adoption, promoting digital tools and educating clients on their use. Embrace new technologies to enhance efficiency and the client experience.
Be a Community Ambassador: Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market.
Act with Integrity: Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements.
Achieve Success: Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business

Skills, Experience & Requirements

Who You Are:

You forge meaningful connections with clients, personalize your understanding of their needs, and offer thoughtful guidance to build their financial confidence. You thrive in collaborative environments, embrace new technologies, and are committed to continuous learning. You possess strong sales skills and approach complex problems with curiosity and a focus on the client experience.

What You Bring:

3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
Relevant experience in the retail banking industry or a similar field.
Possession of the CSI Personal Financial Services Advice (PFSA) is considered a valuable asset.
Appropriate home financing experience and qualification, including a strong background in residential mortgage origination and lending processes.
A comprehensive understanding of a diverse range of lending products, including but not limited to: various types of loans (i.e. personal), credit card offerings, and other lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments.
Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Ready to reimagine possibilities and make a difference? Join ATB Financial and help our clients thrive!

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed - their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Indigenous Business.

What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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More about this job

Responsibilities

The Personal Banking Advisor will provide customized financial guidance to high-net-worth clients while managing a sales pipeline for retail and business products. They are also responsible for championing digital innovation and maintaining strong client relationships through proactive outreach.

Requirements

Candidates must have 3-5 years of experience in sales pipeline management and retail banking, along with a post-secondary degree in finance or business. Proficiency in lending products, including residential mortgages, is required, and the CSI Personal Financial Services Advice (PFSA) certification is considered an asset.

Skills

Financial advisory
Sales pipeline management
Relationship management
Lending products
Mortgage origination
Investment products
Digital innovation
Critical thinking
Risk management
Compliance
Data privacy
Client experience
Business development
Communication
Cultural sensitivity

Benefits

Flexible programs
Learning and development
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Financial Advisor
Sales Pipeline
Retail Banking
Mortgages
HELOC
Investments
Lending
CSI PFSA
Financial Well-being
Digital Adoption
Risk Management
Compliance
Client Relationship
Business Development
Finance
Business Administration

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